Onboarding
Get your account set up and your first assessment, report and dashboard running.
Free · Until you are set up
What we cover
Onboarding is where your account stops being empty. We set it up with you, walk your team through the vCIO and QBR process we run in our own MSP, and stay with you until you have a template you can take into a real client meeting.
Free
for every partner
1:1
with a practice lead
Day 1
your first report
Set up in one session.
What we work through
In this order, on your own account, until it is running.
- Where the app came from
- Our vCIO and QBR philosophy
- The process we run in our own MSP
- Set up your account
- Understand templates
- Run a report
- Use dashboards
Your first report,
in your first week.
You finish with a working account, a template you built yourself, and a report you can put in front of a client the same week.
Book your session
Pick a time. You get a confirmation and a calendar invite straight away.
Become a Strategic MSP
Start a mature vCIO process in 5 minutes with our free golden template.